Once you've opened a document by clicking on the Fill In and Sign icon , you can proceed to fill in, edit, and sign the document as follows:


Fill In Text

Use this tool to enter text into form fields.

 On the right sidebar, click the Fill In Text button.

• Click on the blue fields to complete the form.

• You may tab from field to field, or select a new field with your mouse/cursor.



Kindly note that when you use 'Fill In Text', all signatures and text boxes (described below) that were previously created will become temporarily invisible. You may view what the complete document will look like by clicking on the 'Preview or Download' button, previewed below by the red arrow.



Add Text Box

Use this tool to add text anywhere on a document. If 'Fill In Text' is not available, you must use Add Text Box to enter text.

 Click the Add Text Box button on the right sidebar, then click on the document.

 The Text Editor appears and you can proceed to enter text into the blue box.  You can change the font type, size, color, and style as needed.


  


 Adjust placement of the text by clicking and dragging the directional arrows in the upper left corner of the box. 

 To revise any text on the document, double click on the orange outline box to bring up the Text Editor.  Make the necessary changes as needed.


  

Please be aware that that when you are using this tool, you may have to manually select which page to work on by clicking on this button, previewed below by the red arrow:



Sign & Edit

 Select the Sign & Edit button on the right sidebar to use our available editing Tools on a document.



Sign

Use this tool to create a digital signature.

• Click on the Sign button to bring up the Add Signature box. 


 You may either choose the Type tool to create a typed signature, or click the 'Sign' option to draw your signature using your mouse.


 Once you've created a desired signature, click Add. Your signature will then stick to your cursor, just click on the form where you'd like to place the signature and it will stay there. 

 

Click and drag the signature if you would like to re-position it.

To resize the signature, click and drag any of the orange circles in the corners of the outlined box.

Click on the X in the upper right corner of the box to remove the signature from the document.

If you'd like to remove a previously placed signature, please select the Sign tool and when the Add Signature box appears, click thebutton, which will then allow you to view the placed signature(s) on the document.  Proceed to remove the signature(s) by clicking on the X in the upper right corner of the box.


Keep in mind, after you've created a desired signature, the system stores it as the last saved signature.  The next time you click on the Sign button, you can add the same signature by clicking on the Add Last Used Signature button on the lower left side of the box.


Please be aware that that when you are using this tool, you may have to manually select which page to work on by clicking on this button, previewed below by the red arrow:



Highlight

Use this tool to highlight text on a document.

 Click on the Highlight button, then click and drag over the text you’d like to highlight.


• You can remove the highlight by clicking on the X in the upper left corner of the box.


  


Redact

Use this tool to redact information on a document.



 When you click the Redact button, you will have two options to choose from: Blackout or Whiteout.

 Once you select the style, you can click and drag over the section you wish to redact.



Click on the to remove the redaction.



Back to Requirements

• Click this button at the bottom of the Tools list to go back to the Requirements section of the package.

 



Requirements Navigator / Form Selector  


 At the top of any document, you will see the Form Selector.

 

 Toggle between the documents in your package by using either the right or left arrows.

 Use the down arrow to navigate quickly to another section of the package.





Please keep in mind, all edits made with our tools can be changed at any later time by opening the document and selecting the same tool.  This will show you all edits on that page with the respective tool and allow you to change, make new edits, delete, etc.